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PROGRAM SEGMENT THREE

The Burden of Illness — key strategies for business owners & executives

 

Video-taped interview with Andrew MacKinnon,  CLU®, CFP®

Partner, SBW Wealth Management & Employee Benefits
Halifax, Nova Scotia

Andrew has been around businesses his entire life.  He's seen how great it can be, how trying it can be and how important it is to make the best use of a business structure to protect and grow the wealth that's being created.  With over eighteen years of applied expertise in the financial services industry, Andrew works directly with business owners, and their families helping them to think outside of the business by looking at the areas of tax and estate planning, retirement planning, income protection, and life insurance analysis. Andrew is a member of CALU and a long-time member of Advocis.

LEARNING TOPIC

To explore risk management strategies for business owners and executives with an emphasis on living benefits and financial independence.

There are important risk management issues affecting business owners and executives.  This interview will cover:

  • Augmenting  group coverage with top ups, carve-outs and group offset solutions
  • Strategies for ensuring effective funding for buy-sell agreements considering both life and health issues
  • Uncovering and presenting the need for disability and critical illness insurance to protect the owner, executive, their family and the business
  • Shareholder agreement discussions with business owners

DISCUSSION FORMAT

Case Study Activity: Group Integration

Learning Objective: To consider effective integration of group insurance in a small business owner's financial plan.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).